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The goal of estate planning is to minimize the IRS estate transfer tax that is imposed on significantly sized estates. Most estate planning tools are designed to accomplish one or more of the following:
Below are some frequently used estate planning tools and techniques:
Other tools such as the Qualified Terminal Interest Trust (QTIP) are available to maintain control of assets, either after death or during a lifetime.
Note: A trust is a legal arrangement that may result in the inability to change the trust in the future, requires relinquishing control over the trust assets, must be properly administered, and has other significant consequences. Before implementing any plans based on your specific circumstances and objectives, you should consult with your personal legal, tax, and financial advisors.
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